IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.79B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,735
New
Increased
Reduced
Closed

Top Buys

1 +$31M
2 +$27.7M
3 +$23.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$22.1M
5
AAPL icon
Apple
AAPL
+$22M

Sector Composition

1 Consumer Staples 6.57%
2 Healthcare 6.29%
3 Financials 6.06%
4 Energy 5.39%
5 Communication Services 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2626
$13K ﹤0.01%
+218
2627
$12K ﹤0.01%
+220
2628
$12K ﹤0.01%
+829
2629
$12K ﹤0.01%
+5
2630
$12K ﹤0.01%
1,000
2631
$12K ﹤0.01%
+1,150
2632
$12K ﹤0.01%
+430
2633
$12K ﹤0.01%
+190
2634
$12K ﹤0.01%
+105
2635
$12K ﹤0.01%
+546
2636
$12K ﹤0.01%
+125
2637
$12K ﹤0.01%
700
+200
2638
$12K ﹤0.01%
135
+114
2639
$12K ﹤0.01%
+793
2640
$12K ﹤0.01%
150
-41
2641
$12K ﹤0.01%
+812
2642
$12K ﹤0.01%
+1,188
2643
$12K ﹤0.01%
+216
2644
$12K ﹤0.01%
+356
2645
$12K ﹤0.01%
+900
2646
$12K ﹤0.01%
+305
2647
$12K ﹤0.01%
+250
2648
$12K ﹤0.01%
200
+146
2649
$12K ﹤0.01%
+333
2650
$12K ﹤0.01%
+1